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Newbie looking for help with a formula

  • 1.  Newbie looking for help with a formula

    Posted 01-20-2018 21:48

    Relationship between Companies and Contacts Tables...

    On the table ?Contacts? there is a field called ?Title? 

    If one of the contacts ?Title? field contains ?Chief Compliance Officer? I want that contacts field ?Contact Full Name? to be put in the field ?Chief Compliance Officer? in the ?Companies? Table.

    Would really appreciate any help. 



  • 2.  RE: Newbie looking for help with a formula

    Posted 01-20-2018 21:54
    You can do this with a reverse relationship.

    On the current relationship make a summary field of the Minimum of the field [Record ID#] subject to the filter that the title equals Chief Compliance Officer.   Call that field [Record ID# of Compliance Officer Contact]

    Then do a new reverse relationship where 1 Contact has many Companies, but during the setup do not let QuickBase create a new field for you for the reference field on the right side of the relationship.  Instead use the field [Record ID# of Compliance Officer Contact].

    Then just look up any info such as the name field from the Contact record to the Company record.


  • 3.  RE: Newbie looking for help with a formula

    Posted 01-20-2018 22:23
    The above method is correct - but I�d ask why do you really want your table structured that way. You are duplicating info - and CRMs often aren�t set up that way.

    If you just want to display the CCO on the companies form, you can embed a report in the companies table main form - and set up the report filters to only show the CCO (or whatever key employees you want to display on the company record form)


  • 4.  RE: Newbie looking for help with a formula

    Posted 01-20-2018 22:25
    Kevin is correct, unless you need to show the Chief Compliance Officer on a Company report, then the embedded report will not work.


  • 5.  RE: Newbie looking for help with a formula

    Posted 01-20-2018 22:32
    I am such a newbie and the way you laid things out made it easy for me to create it and do it exactly how I needed it.  I appreciate all the comments and the fast response!


  • 6.  RE: Newbie looking for help with a formula

    Posted 01-20-2018 22:34
    Great, thx for letting me know it worked for you.